Business Development Representative
CRS Insurance Brokerage - columbus, OH
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PRIMARY OBJECTIVE: To schedule new business appointments for the designated Producer(s) by contacting potential customers over the phone, via email, LinkedIn, and other outreach strategies as directed by the designated Producer(s) andor Director of Business Development. POSITION QUALIFICATIONS:Adhere to CRS Core Values and Code of EthicsWork well with CRS staff and management1-3 years of previous experience in customer service or telemarketing preferredAble to accept constructive feedback and continually improve sales techniquesAbility to secure new business appointments using persuasive language and techniquesFluency in English is essentialExcellent communication and interpersonal skillsExperience in a position where meeting sales goals was an important indicator of performance DUTIES & RESPONSIBILITIESAdhere to CRS Core Values and Code of EthicsWork with team members to meet sales and performance goals set by Director of Business DevelopmentContinually develop and refine a pipelinelist of prospects following the criteria provided by the Producer(s) andor Director of Business DevelopmentUtilize CRM to track prospecting data and activityMeet or exceed assigned weekly and monthly call and appointment setting goalsFollow and continually improve the prepared sales script to secure new business meetingsPersuasively engage potential customers in conversation to explain the CRS value proposition and secure meetingsAsk relevant leading questions to understand the customer's needs and recommend the best product or service for their purposesAccurately document the customer's personal information including phone number, address and other information in Salesforce as requested by Director of Business DevelopmentUtilize Salesforce to maintain detailed records of outgoing and inbound calls as well as follow-up information and outcomesOther duties as needed or assigned
Created: 2025-02-21